Integrate Upsales with Todoist

Send information between Upsales and Todoist automatically, without writing any code, using Zoho Flow.

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Create a task in Todoist each time a new order is made in Upsales

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Todoist each time a new order is made in Upsales.

How it works
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in Todoist.
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Create a task in Todoist each time a new order is made in Upsales

Upsales + Todoist

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Supported triggers and actions

Integrate Upsales and Todoist using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

Any task completed

Triggers when a task (including recurring tasks) is completed in the selected project

Project created

Triggers when a new project is created

New section

Triggers when a new section is added

Completed task with label

Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.

Incomplete task added

Triggers when an incomplete task is added to the selected project

Task completed

Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create activity

Creates a new activity

Create order

Creates a new order

Create product

Creates a new product

Create company

Creates a new company

Create appointment

Creates a new appointment

Create task

Creates a new task

Create project

Creates a new project

Invite user to project

Invites a user to a project by email

Add comment to task

Adds a comment to a task

Add comment to project

Adds a comment to a project

Mark task as completed

Marks the specified task as completed

Archive project

Archives the specified project

Mark task as incomplete

Marks the specified task as incomplete

Move task

Moves the specified task to the selected project

Update task

Updates the details of an existing task

Fetch task

Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.

Fetch project

Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.

Fetch user

Fetches the details of an existing user by email address. The user must be connected to your account.

What is Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

What is Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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